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Financial Advisor Bio: Efficient Tips

financial advisor bio writing

Purpose of the Financial Planner Bio

The financial planner biography,  realtor bio or marketing manager bio you write will provide an overview of your professional career, but it doesn’t stop there. It is also a marketing tool that can help you gain more clients. To effectively do this your financial bio must do two things:

  1. Your bio should let potential clients know what is in it for them. Information about your qualifications is nice but what people really like to know is how does that benefit them. What do they have to gain?
  2. Create trust. People want to know that you are capable and trustworthy.

To accomplish this, you must select the right information to include in your bio and present the information in the proper way.

Writing a Financial Advisor Bio

The financial advisor biography you write is an overview of your career as a financial advisor. By focusing on your career highlights and major achievements it acts as a marketing tool and is one of the best ways you have to promote yourself. Professional bios are seeing wider use as they effectively communicate who you are and what you do. The information you include in your financial advisor bio will be drawn from:

  1. Professional details – These will include your financial title, number of years in the industry, other roles in the industry and any other relevant experience.
  2. Qualifications – Your education, published works, awards and professional distinctions and professional designations should be in your bio.
  3. Strengths and beliefs – Your strong points, beliefs as to what a financial advisor should provide and any special markets you work with.
  4. Personal Information – This is optional but one or two sentences on your family and hobbies can make your bio more personal and make it easier for potential clients to relate to you.

The following is a short financial advisor bio example:

“Jim Smith has been with the Acme Financial Group since 2002. He is backed by Acme’s team of investment products specialists, whose teamwork and professional expertise have helped him build long-term relationships with his client base and provide excellent customer service. Jim began his investment career in 1996 working with Hugh Investments as a Client Services Representative in a specialized division for high net worth clients. At Hugh Investments Jim honed his skills in the financial field through everyday communication with clients, ensuring their daily financial needs were met and mastering operations and procedures. John is a graduate of BMU’s College of Finance. He and his wife Jane have been married 16 years and have 2 sons.”

Writing the Financial Planner Bio

When you write your bio, you should know who your audience is and what you want them to think about you. Also consider what it is that they want to know, and address those questions. Your financial planner bio will consist of the following elements:

  1. Introduction – Introduce yourself by name and what you do right at the beginning. Give your job title in your current position and what it is you do. This tells readers who you provide services for and what those services are, letting them know what’s in it for them. Titles and designations help to define credibility in the minds of potential clients.
  2. Employment history – Previous positions held and areas of responsibility. If you have an area of specialization mention it. This builds your credibility and shows where and how you gained the experience that qualifies you to provide the services you do.
  3. Achievements – Any awards you have won, articles published, or other noteworthy achievements in the industry add to your credibility. They are further evidence of your expertise in the field.
  4. Industry Associations– Being a member of groups and organizations in the financial industry shows your interest in keeping up with what’s happening in your field.
  5. Education – Having a college/university degree from a recognized institution is further evidence of your knowledge and expertise.
  6. Personal information – A little information about family, hobbies and any work with charitable organizations makes you seem more personable and potential clients can relate to you more easily.
financial advisor facts and stats

Source: fsroundtable.org

Tips for Writing Your Financial Advisor Bio

There is no right or wrong way to write your financial advisor biography, marketing manager bio or financial planner bio. However, some principles and techniques have proven to be effective. The following tips should serve as useful guidelines when writing your bio:

  • Know your purpose and audience. Why are you writing the bio, who will read it and what impression do you want the reader to have of you? Identifying these things is a big step in the right direction
  • Keep it brief. Bios should be one page or less
  • Write in the third person to look more professional
  • Open with your name. Your name should be in the first sentence


Mistakes to Avoid in Financial Advisor Biographies

Avoiding the following common mistakes will make for a more effective bio:

  • Making the bio a list of jobs and accomplishments. It should be written in narrative form like a story
  • Not including contact information
  • Failing to proofread

financial advisor biography writer

Mistakes to Avoid When Writing Your Financial Planner Bio

Avoiding the following mistakes when writing your bio will help make it more effective:

  • Writing a bio that is too long. Your bio should never be more than one page. Eliminate unnecessary information and write in a concise style that doesn’t waste words
  • Avoid controversial topics such as politics and religion when providing personal information
  • Make sure your financial planner bio includes a photo. A photo makes the bio more personal

Don’t wait up and hire the professionals to work on your financial advisor bio and make it the best it can be!